LP Profile

Phillips Financial

Multi Family Office (MFO)North Sydney, AustraliaFounded 1979
$1.0B
Assets Under Management
North Sydney
Headquarters
Investment Focus

About Phillips Financial

Phillips Financial is a multi-family office based in North Sydney, Australia. Established in 1979, the firm is a financial advisory and investment management firm, that provides customized financial, investment, and long-term wealth strategies to help you manage your financial affairs and investments. The assets are managed by the executive management team.

Preferred Investment Types

Venture Capital - Early Stage

Preferred Geographies

AndorraAustriaBelgiumEastern EuropeEuropeFranceGermanyIrelandLiechtensteinLuxembourgMid AtlanticMonacoMountainNetherlandsNew YorkNortheastNorthern EuropePuerto Rico
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Phillips Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.6B
Total Clients
3,264
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Phillips Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Phillips Financial?

Phillips Financial is a multi family office (mfo) based in North Sydney, Australia, managing approximately $1.0B in assets.

Where is Phillips Financial headquartered?

Phillips Financial is headquartered in North Sydney, Australia.

How much does Phillips Financial manage?

Phillips Financial manages approximately $1.0B in assets under management.

When was Phillips Financial founded?

Phillips Financial was founded in 1979.

What does Phillips Financial invest in?

Phillips Financial focuses on Venture Capital - Early Stage.

How can I contact Phillips Financial?

Verified contact details, key decision-makers, and investment preferences for Phillips Financial are available on LPbacked. Create a free account to access them.